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Brookfield Asset Management Ltd.

BAM
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001937926

No open-market purchases or sales by Brookfield Asset Management Ltd. insiders were filed in the last 90 days; 629 institutions reported holding it in 13F filings for Q2 2026, worth $67.0B in total; Markel Group is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
600
No complete 13F data for Q4 2020
Shares held
979.3M
No complete 13F data for Q4 2020
Total value
$43.9B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BAM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 600 institutions
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value heldQ1 2021: $43.9B
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$43.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BAM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Oppenheimer & Co Inc113,412$5.05M0.10%––
Weather Gauge Advisory, LLC116,652$5.19M6.12%––
Shell Asset Management Co119,896$5.33M0.11%––
Texas Yale Capital Corp.121,423$5.40M0.34%––
Ameriprise Financial Inc122,159$5.44M0.00%––
Brown Advisory Inc122,621$5.46M0.01%––
Blue Zone Wealth Advisors, LLC125,230$5.57M2.37%––
Capital International Inc131,064$5.83M0.05%––
Colony Group LLC133,860$5.96M0.13%––
Kovitz Investment Group Partners, LLC134,783$6.00M0.14%––
Westpac Banking Corp108,967$6.09M0.07%––
Tacita Capital Inc138,383$6.15M3.99%––
Janney Montgomery Scott LLC139,363$6.20M0.03%––
Lipe & Dalton140,112$6.24M3.46%––
JCIC Asset Management Inc.141,206$6.28M2.21%––
Graybill Bartz & Assoc Ltd142,415$6.34M3.36%––
State of New Jersey Common Pension Fund D146,503$6.52M0.02%––
Tandem Capital Management Corp146,844$6.54M4.52%––
Hudson Bay Capital Management LP150,000$6.67M0.09%––
Arbor Wealth Management, LLC153,828$6.84M2.02%––
Natixis159,155$7.08M0.02%––
Parkside Investments, LLC159,795$7.11M1.48%––
ArrowMark Colorado Holdings LLC163,397$7.27M0.05%––
Blair William & Co128,599$7.35M0.03%––
Adalta Capital Management LLC166,599$7.41M4.28%––
PCJ Investment Counsel Ltd.168,315$7.49M2.94%––
Sandy Spring Bank168,810$7.51M0.43%––
Davis-Rea Ltd.169,264$7.52M4.02%––
Appleton Partners Inc174,620$7.77M0.72%––
Natixis Advisors, L.P.175,456$7.81M0.04%––
Pendal Group Limited187,293$8.33M0.08%––
Bar Harbor Trust Services191,295$8.51M3.12%––
Lee Danner & Bass Inc192,525$8.57M0.83%––
Canada Pension Plan Investment Board200,000$8.89M0.01%––
Rathbone Brothers plc201,353$8.96M0.11%––
Moerus Capital Management LLC215,248$9.58M3.58%––
Raymond James Financial Services Advisors, Inc.219,719$9.78M0.02%––
Timber Creek Capital Management LLC221,636$9.86M3.79%––
Zurcher Kantonalbank (Zurich Cantonalbank)233,134$10.4M0.06%––
Commonwealth Equity Services, LLC233,708$10.4M0.03%––
The PNC Financial Services Group, Inc.234,303$10.4M0.01%––
AE Wealth Management LLC238,731$10.6M0.11%––
MD Financial Management Inc.247,379$10.9M0.32%––
Millennium Management LLC248,224$11.0M0.02%––
Callahan Advisors, LLC248,988$11.1M1.50%––
Creative Planning266,989$11.9M0.02%––
Barometer Capital Management Inc.218,445$12.2M2.05%––
NN Investment Partners Holdings N.V.282,043$12.6M0.07%––
Nuveen Asset Management, LLC966,941$12.6M0.00%––
AMP Capital Investors Ltd283,746$12.6M0.06%––
Marshall Wace, LLP284,271$12.6M0.07%––
Silvercrest Asset Management Group LLC284,306$12.7M0.09%––
University of Notre Dame du Lac305,321$13.6M3.66%––
Lawson Kroeker Investment Management Inc307,583$13.7M4.68%––
Nicola Wealth Management Ltd.329,500$14.6M1.64%––
Janus Henderson Group PLC350,492$15.6M0.01%––
Madison Wealth Management352,440$15.7M3.87%––
Northeast Financial Consultants Inc363,705$16.2M1.24%––
Van Den Berg Management I, Inc370,230$16.5M3.60%––
O'Shaughnessy Asset Management, LLC387,729$17.2M0.38%––
Heritage Wealth Advisors392,003$17.4M1.05%––
Cobblestone Capital Advisors LLC398,382$17.7M1.29%––
Oak Grove Capital LLC399,450$17.8M5.14%––
Motley Fool Asset Management LLC400,000$17.8M1.28%––
America First Investment Advisors, LLC401,747$17.9M5.42%––
HighTower Advisors, LLC405,463$18.0M0.06%––
Smith, Salley & Associates422,365$18.8M1.69%––
Rheos Capital Works Inc.432,000$19.2M1.27%––
Echo Street Capital Management LLC432,895$19.3M0.17%––
Aviva PLC445,439$19.8M0.10%––
Klingenstein Fields & Co LP456,399$20.3M0.92%––
Karpas Strategies, LLC459,877$20.5M7.75%––
Motley Fool Wealth Management, LLC470,710$20.9M0.94%––
Pictet Asset Management Ltd471,803$21.0M0.03%––
Easterly Investment Partners LLC487,857$21.7M2.60%––
Dimensional Fund Advisors LP489,478$21.8M0.01%––
Lombard Odier Asset Management (Europe) Ltd495,663$22.1M1.38%––
Grantham, Mayo, Van Otterloo & Co. LLC521,596$23.2M0.13%––
Guardian Capital Advisors LP528,970$23.6M2.69%––
Waratah Capital Advisors Ltd.554,258$24.7M1.45%––
First Foundation Advisors554,165$24.7M1.06%––
Bank of Nova Scotia Trust Co588,628$26.2M2.52%––
Envestnet Asset Management Inc646,280$28.8M0.02%––
Truist Financial Corp690,180$30.7M0.05%––
Capital Advisors Inc701,663$31.2M1.02%––
Renaissance Technologies LLC709,812$31.6M0.04%––
LGT Capital Partners Ltd.728,000$32.4M1.06%––
Manitou Investment Management Ltd.733,039$32.6M6.22%––
Private Management Group Inc741,796$33.0M1.51%––
MUFG Securities (Canada), Ltd.746,515$33.2M1.93%––
Parametric Portfolio Associates LLC756,012$33.6M0.02%––
Amundi Asset Management US, Inc.767,303$34.1M0.03%––
Lincluden Management Ltd770,840$34.3M3.33%––
Endeavour Capital Advisors Inc780,077$34.7M4.29%––
Dixon Mitchell Investment Counsel Inc.795,647$35.4M2.93%––
Barr E S & Co798,684$35.5M2.79%––
Third Avenue Management LLC872,661$38.8M5.14%––
Raymond James & Associates916,595$40.8M0.04%––
Baskin Financial Services Inc.920,527$40.9M4.23%––
Credit Agricole S A925,000$41.2M1.55%––